Financial Planning

Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, our full-service, Financial Planning business is made up of Investment Managers, Certified Financial Planners, and Personal Tax experts.

Financial Planning for the Future

We believe your future is more than just finances, it’s about the life you want to lead. We therefore focus on building a financial plan to assist you in achieving this.

Our experts understand that your goals and ambitions are unique. Whether you need ad-hoc advice or a long-term strategy to manage your future finances, we are here to support, whether that be over the phone or face to face in your home, workplace, or in one of our Mazars offices throughout the UK. 

We help you:

A team you can trust

Our advisory teams are extremely capable, personable and well qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.

In the last year, we were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year and the Gold Standard Award for Independent Financial Advice for the eighth year running.

Get in Touch

Call us on 07387242069 or complete the form below to find out more about how we can help you plan for the future.

Your personal data is collected by Mazars in the United Kingdom, the data controller, in accordance with applicable laws and regulations. Fields marked with an asterisk are required. If any required field is left blank, it will not be possible to process your request. Your personal data is collected for the purpose of processing your request.

You have a right to access, correct and erase your data, and a right to object to or limit the processing of your data. You also have a right to data portability and the right to provide guidance on what happens to your data after your death. Finally, you have the right to lodge a complaint with a supervisory authority and a right not to be the subject of a decision based exclusively on automated processing, including profiling, that produces legal effects concerning you or significantly affects you in a similar way.

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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